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Adaptive Insights LLC.

Sheet Chart Settings

Describes appearance and data settings for interactive sheets on dashboards. Available only for Sales Planning.

Only available with Adaptive Insights for Sales

A sheet in a dashboard displays an Adaptive Insights sheets. Sheets in a dashboard let you update sheet data actively without navigating away from the dashboard.

It is particularly useful for making adjustments to territory map charts because it lets you save changes to the territory assignments sheet and instantly see the map change.

The following is an example sheet chart containing a modeled sheet of sales bookings targets:

Appearance Settings

Appearance Settings Tab Select the Appearance Settings tab on the right to change the appearance for the selected chart. 

General

Name

Indicates the chart title.

Character Limit: 50

Data Settings

Data Settings Click the Data Settings tab in the right panel to configure settings for the sheet.

Sheet

Indicates the sheet from Adaptive Insights to display.

Assumptions

Indicates if only assumptions appear in the sheets list.

  • On: Only show assumptions.
  • Off: Only show level-assigned sheets.

Display Options

Change the display of rows and columns for an individual sheet chart. 

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